Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides

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In this presentation, we demonstrate how zAgile’s integration of Salesforce with Confluence and JIRA can bring customer relationship management to the rest of your organization. The integration of these tools enables the entire organization to be on the same page with regards to achieving highest levels of customer service and satisfaction.

Tecnología Empresariales

Integrating Salesforce with Confluence and JIRA

Bring CRM to the rest of your organization

November 16, 2011

Bring CRM to the rest of your organization

Example
Use
Cases

•  Customer
Onboarding

–  Create
&
Manage
JIRA
tasks
from
Account
page
in
Salesforce
to
ini=ate

customer
onboarding
process

•  Customer
Case
Management

–  Create
&
Manage
JIRA
tasks
from
Case
page
in
Salesforce
for
Case
triage
and

resolu=on
management

•  Customer
Account
Management

–  Create
Conﬂuence
page
from
Account
page
in
Salesforce
for
internal

collabora=on
and
tracking
customer-‐related
ac=vi=es

•  Customer
Requirements
Management

–  Associate
Customer
requirements
with
project
ar=facts
in
Conﬂuence
and

tasks
in
JIRA

Integrating Salesforce with JIRA

•  1-‐click
JIRA
issue
crea=on
from
within
Salesforce

•  Bi-‐direc=onal
linking
and
syncing
of
Salesforce
concepts
(Case,

Account,
etc.)
with
JIRA
issues

•  Link
mul=ple
JIRA
issue
to
a
Salesforce
concept,
and
mul=ple

concepts
to
a
JIRA
issue

•  View
and
Update
JIRA
issues
directly
from
Salesforce
pages

•  View
Salesforce
Case
proper=es
in
JIRA

•  Share
Salesforce
aOachments
with
JIRA

•  Upload
aOachment
directly
to
JIRA

Integrating Salesforce with JIRA
•  1-‐click
JIRA
issue
crea=on
from
within
Salesforce

Salesforce

Integrating Salesforce with JIRA
•  Bi-‐direc=onal
linking
of
Salesforce
concepts
(Case,
Account,
etc.)
with
JIRA
issues

Salesforce

JIRA

Integrating Salesforce with JIRA
•  Link
mul=ple
JIRA
issue
to
a
Salesforce
concept

•  Link
mul=ple
concepts
to
a
JIRA
issue

Salesforce

JIRA

Integrating Salesforce with JIRA
•  View
and
Update
JIRA
issues
directly
from
Salesforce
pages

Salesforce

Integrating Salesforce with JIRA
•  Upload
aOachment
directly
to
JIRA

Salesforce

JIRA

Integrating Salesforce with Confluence

•  Easy
Conﬂuence
page
crea=on
from
Salesforce

applica=on
(Account,
Contact,
etc.)

•  Display
Salesforce
informa=on
in
Conﬂuence

pages

•  Bi-‐direc=onally
link
Salesforce
concepts
(Case,

Account,
etc.)
with
Conﬂuence
pages

•  Integrate
Salesforce
informa=on
in
Conﬂuence

pages
to
create
customer
knowledge
base

Integrating Salesforce with Confluence
•  Easy
Conﬂuence
page
crea=on
for
Salesforce
concept

Salesforce

Integrating Salesforce with Confluence
•  Display
Salesforce
informa=on
in
Conﬂuence
pages

•  Integrate
informa=on
with
other
sources
(ex:
JIRA)

Conﬂuence

Test Drive zAgile
zteamwork.zagile.org/confluence

30-day Free Trial
www.zAgile.com

Confluence and JIRA are trademarks of Atlassian Pvt. Ltd.
Salesforce © Copyright 2000-2011 salesforce.com, inc.

© Copyright zAgile Inc. 2007-2011. All information contained in this document is subject to change without notice. No
parts of this document may be reproduced in any form without the prior written permission of zAgile Inc., 101 California
Street, Suite 2450, San Francisco, CA 94111

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Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides

1. Integrating Salesforce with Confluence and JIRA Bring CRM to the rest of your organization November 16, 2011

2. Bring CRM to the rest of your organization Example Use Cases •  Customer Onboarding –  Create & Manage JIRA tasks from Account page in Salesforce to ini=ate customer onboarding process •  Customer Case Management –  Create & Manage JIRA tasks from Case page in Salesforce for Case triage and resolu=on management •  Customer Account Management –  Create Conﬂuence page from Account page in Salesforce for internal collabora=on and tracking customer-‐related ac=vi=es •  Customer Requirements Management –  Associate Customer requirements with project ar=facts in Conﬂuence and tasks in JIRA

3. Integrating Salesforce with JIRA •  1-‐click JIRA issue crea=on from within Salesforce •  Bi-‐direc=onal linking and syncing of Salesforce concepts (Case, Account, etc.) with JIRA issues •  Link mul=ple JIRA issue to a Salesforce concept, and mul=ple concepts to a JIRA issue •  View and Update JIRA issues directly from Salesforce pages •  View Salesforce Case proper=es in JIRA •  Share Salesforce aOachments with JIRA •  Upload aOachment directly to JIRA

4. Integrating Salesforce with JIRA •  1-‐click JIRA issue crea=on from within Salesforce Salesforce

5. Integrating Salesforce with JIRA •  Bi-‐direc=onal linking of Salesforce concepts (Case, Account, etc.) with JIRA issues Salesforce JIRA

6. Integrating Salesforce with JIRA •  Link mul=ple JIRA issue to a Salesforce concept •  Link mul=ple concepts to a JIRA issue Salesforce JIRA

7. Integrating Salesforce with JIRA •  View and Update JIRA issues directly from Salesforce pages Salesforce

8. Integrating Salesforce with JIRA •  Upload aOachment directly to JIRA Salesforce JIRA

9. Integrating Salesforce with Confluence •  Easy Confluence page crea=on from Salesforce applica=on (Account, Contact, etc.) •  Display Salesforce informa=on in Confluence pages •  Bi-‐direc=onally link Salesforce concepts (Case, Account, etc.) with Confluence pages •  Integrate Salesforce informa=on in Confluence pages to create customer knowledge base

10. Integrating Salesforce with Confluence •  Easy Conﬂuence page crea=on for Salesforce concept Salesforce

11. Integrating Salesforce with Confluence •  Display Salesforce informa=on in Conﬂuence pages •  Integrate informa=on with other sources (ex: JIRA) Conﬂuence

12. Test Drive zAgile zteamwork.zagile.org/confluence 30-day Free Trial www.zAgile.com Confluence and JIRA are trademarks of Atlassian Pvt. Ltd. Salesforce © Copyright 2000-2011 salesforce.com, inc. © Copyright zAgile Inc. 2007-2011. All information contained in this document is subject to change without notice. No parts of this document may be reproduced in any form without the prior written permission of zAgile Inc., 101 California Street, Suite 2450, San Francisco, CA 94111

Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides

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